|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29M
|
+$1.5M
|
+33,747
|
+6%
|
|
|
2
|
Boothe Investment Group
Dover,
Delaware
|
$21.4M
|
-$121K
|
-2,713
|
-0.6%
|
|
|
3
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$18.7M
|
+$165K
|
+3,711
|
+0.9%
|
|
|
4
|
Whitney & Co
Rochester,
New York
|
$18M
|
+$1.17M
|
+26,334
|
+7%
|
|
|
5
|
|
$14.5M
|
+$14M
|
+314,558
|
New
|
|
|
6
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$12.3M
|
-$334K
|
-7,516
|
-3%
|
|
|
7
|
One Capital Management
Westlake Village,
California
|
$11.5M
|
+$11.1M
|
+248,665
|
New
|
|
|
8
|
Waddell & Associates
Memphis,
Tennessee
|
$8.53M
|
+$4.58M
|
+103,084
|
+127%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.18M
|
+$817K
|
+18,372
|
+12%
|
|
|
10
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$7.98M
|
-$162K
|
-3,649
|
-2%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.13M
|
+$5.3M
|
+119,200
|
+888%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.84M
|
-$601K
|
-13,514
|
-10%
|
|
|
13
|
Fortis Advisors
Wayne,
Pennsylvania
|
$5.35M
|
+$39.2K
|
+881
|
+0.8%
|
|
|
14
|
Landmark Wealth Management (New York)
Melville,
New York
|
$5.18M
|
+$224K
|
+5,044
|
+5%
|
|
|
15
|
Congress Wealth Management
Boston,
Massachusetts
|
$5.04M
|
-$8.44M
|
-189,965
|
-64%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$2.97M
|
+$933K
|
+20,996
|
+49%
|
|
|
17
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.83M
|
+$242K
|
+5,434
|
+10%
|
|
|
18
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.8M
|
+$608K
|
+13,678
|
+54%
|
|
|
19
|
Beaumont Capital Management
Boston,
Massachusetts
|
$1.33M
|
-$214K
|
-4,805
|
-14%
|
|
|
20
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.03M
|
+$434K
|
+9,762
|
+78%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$923K
|
+$307K
|
+6,913
|
+53%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$873K
|
+$839K
|
+18,866
|
New
|
|
|
23
|
Bienville Capital Management
New York
|
$856K
|
+$823K
|
+18,510
|
New
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$845K
|
-$447K
|
-10,068
|
-36%
|
|
|
25
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$831K
|
+$10.4K
|
+234
|
+1%
|
|
